Some attorneys prefer to view their contacts list to show Last Name, First Name. Now you can, along with changing the way that matter and usernames appear. You can edit this in the "Company Settings" section of your Settings page.
The display name settings will allow you to change the display name of all your contact, matter, and user names.
The available options are:
Contacts
First Middle Last (Default)
Last, First Middle
Number - First Middle Last
Number - Last, First Middle
Matters
Contact name - Matter name
Contact number - Matter name
Contact number - Matter number - Matter name
Number - Contact display name - Matter name
Number - Open year date - Open month date - Matter name
Number - Open year date - Matter name
Number - Matter name
Matter name (Default)
Users
First Middle Last (Default)
Last, First Middle
What happens now?
When you save your display name settings, all your contact, matter, and user names will update to reflect your changes. It may take up to 30 minutes to update all of your contacts and matters depending on the amount you have in your account.
